Paul Ford

What were the circumstances that caused you to initially look for an adviser?

The need to consolidate pensions and for them to be managed.

How has Paul Ford helped you?

Consolidated my pensions, managed them and sought to minimise tax liability with any withdrawals.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Sometimes slow to respond.

What were the circumstances that caused you to initially look for an adviser?

Financial planning and investment management.

How has Paul Ford helped you?

Paul has provided key advice and support in terms of financial planning; ensuring well-considered decisions were made in relation to management of funds and investments. Comprehensive updates on market changes and the general economy were always provided to aid understanding.

Have you seen the outcome you were hoping for?

Yes.

What were the circumstances that caused you to initially look for an adviser?

When my pension pot reached about £250,000 I felt that I needed trusted expert help with the aim to safeguard, grow and maximise my investment. This is when I set up my SIPP. I have recently retired and have now transferred most of my pensions into my SIPP and the remainder are in the process of being transferred.

How has Paul Ford helped you?

Paul has always given me sensible and balanced pension advice that I have much appreciated. He is able to explain the full picture of my pensions in easy to understand language. This has given me confidence to stay calm as an inexperienced investor, including at challenging times such as during Covid and the current uncertain US situation. Paul has provided me with trajectories for the projected length of my pension pot together with additional income in relation to my anticipated life span. This has reassured me tremendously and helped me make the stress free decision as to my retirement timing. Paul has also gone the extra mile with very helpful advice on other aspects of my financial planning.

Have you seen the outcome you were hoping for?

Yes. I have recently retired without the worry I would otherwise have had. This has included taking some tax-free cash to help with family events. My pension transfers are as planned.

What could they have done better?

I can't think of anything.

What were the circumstances that caused you to initially look for an adviser?

SIPP management

How has Paul Ford helped you?

Continued support with SIPP

Have you seen the outcome you were hoping for?

Yes

What were the circumstances that caused you to initially look for an adviser?

Mortgage and Retirement

How has Paul Ford helped you?

Paul has given excellent advice which has resulted in stolid,sustained financial growth

Have you seen the outcome you were hoping for?

Absolutely

What could they have done better?

Nothing